Own the firm you would otherwise manage.
The traditional path to ownership is a decade of partnership politics or a leveraged buy-in you carry alone. We offer a third route: step into majority ownership of an established California CPA practice, with committed capital, a modern platform, and a retiring owner who wants you to succeed.
- —An active CPA license and real practice experience — you sign returns and sit with clients.
- —The judgment to run a book and the patience to earn a retiring owner's trust.
- —The intent to stay: this is ownership, not a rotation.
- —The capital to acquire the practice — committed, not borrowed against your house.
- —An AI-enabled platform that takes intake, data entry, reconciliation, and chasing off your desk.
- —Back office, billing, admin, and marketing, carried by the MSO so you can practice.
- —A retiring owner who stays through transition, introducing you client by client.
- —A founding CPA — Denis Shulga, CPA, EA — anchoring professional standards across the group.
Licensed CPAs hold majority ownership and full professional control of every firm. The structure is designed around the California Accountancy Act — see how the platform works.
One call, or one note
Book a thirty-minute call, or send a note from the contact page and choose “CPA seeking ownership”. Tell us where you practice, what you sign, and what kind of firm you would want to run. A principal reads every message and replies personally. Prefer email? [email protected], subject “Ownership”.